Premium Apps and Integrations

Archives for May 2020

Summary formulas not working while using data uploader.Accepted Answer

Accepted Answer Jacob Waldrop 22 views 6 comments 0 points Most recent by Andrée Starå 05/28/20Premium Apps and Integrations

First post 05/28/20,Last post 05/28/20
I am trying to use data uploader to populate a sheet. It seems to work fine as far as merging the information, however, the formulas in my sheet summary do not work. See before and after using data uploader below. (Image) (Image)
Premium Apps and Integrations226
Jacob Waldrop
Create save and Draft option in smartsheet dynamic viewQuestion

Answered - Pending Review Yashwant Singh 22 views 1 comment 0 points Most recent by Genevieve P 05/31/20Premium Apps and Integrations

First post 05/28/20,Last post 05/31/20
HI Team, In dynamic view, it's possible to share option of save & draft data..
Premium Apps and Integrations221
Yashwant Singh
Roll out new automations through control centerQuestion

Answered - Pending Review Kyle Furner 43 views 2 comments 1 point Most recent by Kyle Furner 06/03/20Premium Apps and Integrations

First post 05/28/20,Last post 06/03/20
Hi there, I'm wondering whether I can implement additional workflows by adding them to the source sheet for a template? For example, I need to add an automation to all risk registers. If I add this to the template sheet for the risk regist…
Premium Apps and Integrations432
Kyle Furner
DataMesh - Duplicates In Source SheetQuestion

Answered - Pending Review Mike Rini 23 views 3 comments 0 points Most recent by Genevieve P 06/03/20Premium Apps and Integrations

First post 05/27/20,Last post 06/03/20
I have a DataMesh sequence that I run that where the source sheet can have 1 to N number of entries, and it's valid. As I understand it, DataMesh only allows me to select two options - Pick First Match and Ignore Entries. In either of thos…
Premium Apps and Integrations233
Mike Rini
Salesforce Connector - Filter by current dateAccepted Answer

Accepted Answer Fabian Tiemann 23 views 2 comments 0 points Most recent by Fabian Tiemann 05/28/20Premium Apps and Integrations

First post 05/27/20,Last post 05/28/20
Dear Ladies & Gents, is there a possibility to filter by using datetime fields in salesforce and compare them to date literals, e.g.: take only records where a datetime field contains a value greater than the current date? Thanks a lot…
Premium Apps and Integrations232
Fabian Tiemann
Merge all attachments of a sheet into one PDF?Question

Answered - Pending Review Julia Peterson 22 views 3 comments 0 points Most recent by Andrée Starå 05/27/20Premium Apps and Integrations

First post 05/27/20,Last post 05/27/20
Is there any way to automate merging all of the attachments of a sheet into one PDF? I was thinking of using zapier or Microsoft Flow but I haven't been able to figure out a good and simple way to. Ultimately I want the end users to be abl…
Premium Apps and Integrations223
Julia Peterson
Dynamic ViewQuestion

Answered - Pending Review Carolina Asensio 31 views 1 comment 0 points Most recent by Andrée Starå 05/27/20Premium Apps and Integrations

First post 05/27/20,Last post 05/27/20
Hello, I created a Dynamic View yesterday (and saved it) and today when I accessed Dynamic View App it appeared as if I had no views at all. I also shared it with a co-worker and she did not receive an email. I re-did the view today and …
Premium Apps and Integrations311
Carolina Asensio
Smartsheet_Product Certified ExamAccepted Answer

Accepted Answer Anna Henson 22 views 3 comments 0 points Most recent by Andrée Starå 05/26/20Premium Apps and Integrations

First post 05/26/20,Last post 05/26/20
Hi! I have invested in the Center of Excellence training videos and Certified Exam. I have completed all the trainings and feel prepared with experience to take the exam. Before beginning, quick question: If fail to make the 80%, is the r…
Premium Apps and Integrations223
Anna Henson
Control Center Projects - Multiple Selection for Updating Reporting

Ezra 22 views 0 comments 1 point Started by Ezra 05/22/20 Premium Apps and Integrations

First post 05/22/20,Last post 05/22/20
**Enhancement Request** TLDR: I created a new blueprint summary, and need to add project information to it. Right now, I'm grinding through each project to update and add them to the new summary. Need a better way. I'd like to update repo…
Premium Apps and Integrations220
Ezra
Calendar App Add On Displaying Section TitlesQuestion

Answered - Pending Review Mike Mahoney 42 views 3 comments 0 points Most recent by Genevieve P 05/27/20Premium Apps and Integrations

First post 05/21/20,Last post 05/27/20
The app is displaying Section titles and taking up valuable vertical space. and it looks unprofessional as they have no purpose for being there. Please help if you can. (File) (File)
Premium Apps and Integrations423
Mike Mahoney
Microsoft Power Automate Insert rowAccepted Answer

Accepted Answer Shahara Anderson 73 views 7 comments 0 points Most recent by Andrée Starå 06/12/20Premium Apps and Integrations

First post 05/21/20,Last post 06/12/20
Hello, I am having an issue inserting a new in SMARTSHEET when a new form is created. I receive the following error. I was able to correct the other errors, but I at a loss on this particular error. Any help is definitely appreciated. …
Premium Apps and Integrations737
Shahara Anderson
Field Logic in Dynamic ViewQuestion

Answered - Pending Review Silvia Rangel 51 views 3 comments 0 points Most recent by Genevieve P 05/27/20Premium Apps and Integrations

First post 05/20/20,Last post 05/27/20
Hello Community! Is it possible to use the Field Logic in a Dynamic View to hide a row from the view display once certain conditions are met. Example: Once the job status changes to complete, the row hides from the view. (Image) Thanks!
Premium Apps and Integrations513
Silvia Rangel
Can I use a different OneDrive account than my Smartsheet Admin account?

[email protected] 33 views 2 comments 0 points Most recent by h1pst3r88 05/25/20Premium Apps and Integrations

First post 05/19/20,Last post 05/25/20
We setup a Smartsheet Admin account so that there is no one person owning the Data Uploader scripts, but rather this shared account. This works well. In addition, we have a different OneDrive sign in that we need to use to pull the file(s)…
Premium Apps and Integrations332
[email protected]
Salesforce Connector: Why did my location get taken off when I applied a filter?Question

Answered - Pending Review Samantha Meyer 31 views 1 comment 0 points Most recent by Genevieve P 05/21/20Premium Apps and Integrations

First post 05/19/20,Last post 05/21/20
My location that is synced from a Salesforce Connector gets taken off when I apply filters such as Closed Won, Closed Lost, etc. Can someone tell me why that is? One filter shows the locations, but the other two get it taken off when I do …
Premium Apps and Integrations311
Samantha Meyer
Integration + Feature Request: Google Sheets with Smartsheet Tabs

Christina Wu 13 views 0 comments 0 points Started by Christina Wu 05/19/20 Premium Apps and Integrations

First post 05/19/20,Last post 05/19/20
I know this is probably a longshot, but it'd be really awesome if Google Sheets would enable us to have both Google Sheet tabs and Smartsheet tabs (with Gantt chart capabilities fully enabled). Right now we can transfer the data but none o…
Premium Apps and Integrations130
Christina Wu
Deselecting all attachments in Gmail add-onAccepted Answer

Accepted Answer Malan van Zyl 21 views 2 comments 0 points Most recent by Malan van Zyl 05/22/20Premium Apps and Integrations

First post 05/19/20,Last post 05/22/20
Good day Is it possible to deselect all attachments in the Gmail add-on at once (one button)? Some mails have multiple (nonsensical) attachments and it's very bothersome to deselect each one. If this functionality does not exist, will it b…
Premium Apps and Integrations212
Malan van Zyl
Calendar App - Attachment IconQuestion

Answered - Pending Review Lynn Cespedes 41 views 1 comment 0 points Most recent by Genevieve P 05/21/20Premium Apps and Integrations

First post 05/19/20,Last post 05/21/20
Is there a way to identify that there is an attachment within the calendar app details? It would be super helpful if when you view the calendar app there is an icon that identifies that there is an attachment. I believe the current functi…
Premium Apps and Integrations411
Lynn Cespedes
Examples of more than 1 Data Mesh Target SheetQuestion

Answered - Pending Review liz.mayeux 31 views 3 comments 0 points Most recent by liz.mayeux 05/18/20Premium Apps and Integrations

First post 05/15/20,Last post 05/18/20
I have been trying to figure out if Data Mesh is a tool i need for a project I'm creating in SS. The only examples I can find for DM has 1 Source Sheet and 1 Target Sheet configuration. Building the configurator, you are allowed up to 5 …
Premium Apps and Integrations313
liz.mayeux
DataMesh - Updating ONLY new linesQuestion

Answered - Pending Review Mike Rini 11 views 2 comments 0 points Most recent by Mike Rini 05/17/20Premium Apps and Integrations

First post 05/15/20,Last post 05/17/20
Hi - we get two-halves of requests from separate parties, and I'm using DataMesh to link to things based on a Unique ID. Once the second half of the request is in the sheet, I don't need to update it again. Right now, my DataMesh setup is …
Premium Apps and Integrations112
Mike Rini
Dynamic View & ImagesAccepted Answer

Accepted Answer kwoodham 95 views 9 comments 0 points Most recent by kwoodham 07/06/20Premium Apps and Integrations

First post 05/14/20,Last post 07/06/20
I'm using Dynamic View to share out a product catalog to our Sales team. We've been using this setup for almost a month now and I've been asked to add product images on a row (not as an attachment). It works fine in the sheet: (Image) But…
Premium Apps and Integrations959
kwoodham
MicrostrategyQuestion

Answered - Pending Review Liz Beall 41 views 2 comments 0 points Most recent by Liz Beall 05/19/20Premium Apps and Integrations

First post 05/14/20,Last post 05/19/20
Hi all, I searched and I didn't find anything for this so I am hoping I did not just miss this. We are trying to tie our data into Microstrategy for more visualization options. We are using the Live Data Connector. Has anyone been able to …
Premium Apps and Integrations412
Liz Beall
Is it possible to transfer the ownership of workflows in Data UploaderQuestion

Answered - Pending Review Jennifer Murphy 31 views 2 comments 0 points Most recent by Jennifer Murphy 05/18/20Premium Apps and Integrations

First post 05/14/20,Last post 05/18/20
I have a number of workflows set-up in Data Uploader, a colleague of mine is taking over some of my tasks and I need to find out if I can transfer my workflows or will my colleague have to set-up their own workflows?
Premium Apps and Integrations312
Jennifer Murphy
Multiple forms with unique dropdownsQuestion

Answered - Pending Review Koushik Ganesh 52 views 5 comments 0 points Most recent by Andrée Starå 05/14/20Premium Apps and Integrations

First post 05/13/20,Last post 05/14/20
Hello, I currently have a smart-sheet that gathers data from multiple vendors (each vendor has a form). One of the columns is an ID which would be entered through a drop-down. The functionality we are looking for is to have unique drop-dow…
Premium Apps and Integrations525
Koushik Ganesh
Calendar Export and "Time" Scheduled TransferringAccepted Answer

Accepted Answer Anna Henson 32 views 3 comments 0 points Most recent by Andrée Starå 05/26/20Premium Apps and Integrations

First post 05/12/20,Last post 05/26/20
Hi all! I am experiencing difficulty exporting the calendar view of my sheets into Outlook or Google Calendar (I have tried both) and the time transferring with the date. Unlike in SmartSheets where it shows the set specific times and date…
Premium Apps and Integrations323
Anna Henson
Due to recent updates Smartsheet emails go to the Spam folder. How to avoid this?Question

Answered - Pending Review Michiel Buenk 73 views 1 comment 0 points Most recent by Mary_A 05/11/20Premium Apps and Integrations

First post 05/11/20,Last post 05/11/20
Due to a recent change where emails seem to come from a user like "My Name via Smartsheet" those emails are sent to the spam folder because "this email appears to come from someone you know but there's a different email addr…
Premium Apps and Integrations731
Michiel Buenk
Is there a way to force a Dynamic View logout when the session ends?Question

Answered - Pending Review tcalvey 41 views 3 comments 0 points Most recent by Mary_A 05/13/20Premium Apps and Integrations

First post 05/11/20,Last post 05/13/20
Currently, it is possible to be logged in Smartsheet and Dynamic View under two different accounts, simultaneously, on the same machine. Unless a user explicitly logs out of Dynamic View or clears the browser cache, the next time Dynamic V…
Premium Apps and Integrations413
tcalvey
Creating a new folder in Sharepoint using PowerAutomate from SmartsheetQuestion

Answered - Pending Review Sara Mooradian 42 views 3 comments 0 points Most recent by Genevieve P 05/13/20Premium Apps and Integrations

First post 05/09/20,Last post 05/13/20
Hello, I have a flow created in PowerAutomate to create a new folder in Sharepoint whenever a new Smartsheet row is created. The flow almost works, in that it will create the new folder, but it does not properly name the folder. It ignores…
Premium Apps and Integrations423
Sara Mooradian
Jira SmartsheetQuestion

Answered - Pending Review Shaminda Subasingha 52 views 1 comment 0 points Most recent by Nathan Lloyd 05/13/20Premium Apps and Integrations

First post 05/08/20,Last post 05/13/20
Hi I have Epics and Tasks in my project. I created a bidirectional SS<-> Jira connector. In Jira there is a mandatory field "Epic Name" for the Issue type "Epics". However "Epic Name" is not a valid f…
Premium Apps and Integrations521
Shaminda Subasingha
Integrate Quickbook with SmartsheetQuestion

Answered - Pending Review Alexa Jans 21 views 3 comments 0 points Most recent by Andrée Starå 05/20/20Premium Apps and Integrations

First post 05/08/20,Last post 05/20/20
I am wanting to start working on a new set of Smartsheet about business finances and budgets. Is there a way I can integrate my Quickbook account with my Smartsheet account, and if so, how?
Premium Apps and Integrations213
Alexa Jans
Smartsheet to Salesforce Connector Filtered out by ConnectorQuestion

Answered - Pending Review Ray Rudd 11 views 3 comments 0 points Most recent by Andrée Starå 05/08/20Premium Apps and Integrations

First post 05/08/20,Last post 05/08/20
I ran two different sheets and both encounter this issue. The fields on the sheets are correct and the Tasks meet the filters. Any ideas how to resolve this?
Premium Apps and Integrations113
Ray Rudd

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